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scrappyjoe 11 hours ago

Park it in BRK?

nickff 11 hours ago | parent [-]

BRK has been roughly flat since the beginning of 2025; you might be better off in bonds or money markets (depending on your beliefs about near-term inflation).

bryanlarsen 11 hours ago | parent | next [-]

BRK is 40% cash at the moment. I think "roughly flat" is evidence they're performing the strategy the OP wanted.

BRK has stated that they'll buy back in when prices are reasonable again, so it's an automatic "sell-high buy-low" strategy.

red-iron-pine 10 hours ago | parent [-]

buffet may be holding his breath for some time

markets...irrational... longer than you stay solvent, etc.

bryanlarsen 10 hours ago | parent [-]

Greg Abel has mostly replaced Buffet. Neither really care about the market as a whole. They're willing to buy any reasonably priced security with a promising future regardless of where the rest of the market is at. It's just that there are usually more of these available when the market is down.

niklasd 11 hours ago | parent | prev [-]

Not that I have any skills in stock-picking whatsoever, but couldn't the recent lukewarm performance not also be an argument for BRK?

I mean their cash pile is also invested in money markets (so you get that), and the rest of the portfolio consists of quality companies where their (combined) valuation didn't explode in the last 1,5 years. So it's an opportunity to invest into something that might not be overheated.